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Fidelity Investment Grade Securitized ETF
FSEC

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Fidelity Investments
1
Fidelity Investments
Massachusetts
USD 9081 M +USD 303 M +6,847,216 +3%
Cetera Investment Advisers
2
Cetera Investment Advisers
Illinois
USD 16.9 M +USD 1.92 M +43,405 +13%
Global Wealth Strategies & Associates
3
Global Wealth Strategies & Associates
Colorado
USD 8.27 M +USD 8.36 M +188,729 Nuevas
Jane Street
4
Jane Street
New York
USD 8.01 M +USD 7.54 M +170,303 +1,373%
Evergreen Wealth Solutions
5
Evergreen Wealth Solutions
Pennsylvania
USD 6.38 M +USD 26.7 k +602 +0.4%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
USD 3.85 M +USD 1.2 M +27,035 +44%
JP Morgan Chase
7
JP Morgan Chase
New York
USD 3.54 M +USD 1.78 M +40,239 +99%
Kestra Advisory Services
8
Kestra Advisory Services
Texas
USD 2.9 M +USD 2.93 M +66,207 Nuevas
Wealth Enhancement Advisory Services
9
Wealth Enhancement Advisory Services
Minnesota
USD 1.82 M -USD 1.12 M -25,211 -38%
&Partners
10
&Partners
Tennessee
USD 1.45 M +USD 574 k +12,958 +64%
RCS Financial Planning
11
RCS Financial Planning
Maryland
USD 1.19 M +USD 1.2 M +27,082 Nuevas
Goldman Sachs
12
Goldman Sachs
New York
USD 1.18 M +USD 1.19 M +26,863 Nuevas
LPL Financial
13
LPL Financial
California
USD 899 k -USD 70.1 k -1,582 -7%
Midwest Financial Network
14
Midwest Financial Network
Illinois
USD 717 k +USD 725 k +16,360 Nuevas
Granite Harbor Advisors
15
Granite Harbor Advisors
Texas
USD 660 k – – –
Mercer Global Advisors
16
Mercer Global Advisors
Colorado
USD 550 k -USD 30.6 k -690 -5%
Creative Planning
17
Creative Planning
Kansas
USD 516 k +USD 521 k +11,762 Nuevas
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
USD 498 k +USD 55.6 k +1,255 +12%
Csenge Advisory Group
19
Csenge Advisory Group
Florida
USD 467 k -USD 88.6 k -2,000 -16%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
USD 456 k +USD 460 k +10,397 Nuevas
Envestnet Portfolio Solutions
21
Envestnet Portfolio Solutions
Illinois
USD 422 k +USD 23.5 k +530 +6%
Calamos Wealth Management
22
Calamos Wealth Management
Illinois
USD 393 k – – –
Calamos Advisors
23
Calamos Advisors
Illinois
USD 393 k +USD 397 k +8,963 Nuevas
Focus Partners Wealth
24
Focus Partners Wealth
Massachusetts
USD 379 k +USD 383 k +8,652 Nuevas
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
USD 364 k +USD 368 k +8,302 Nuevas
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